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SPDR MSCI USA StrategicFactors ETF
QUS

Overview Fund Activity

96 hedge funds and large institutions have $608M invested in SPDR MSCI USA StrategicFactors ETF in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
96
Holders Change
+2
Holders Change %
+2.13%
% of All Funds
1.7%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.27%
New
20
Increased
28
Reduced
36
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMA
1
Sage Mountain Advisors
Georgia
$21.5M
2
TWM
2
Tolleson Wealth Management
Texas
$105M
3
Ameriprise
3
Ameriprise
Minnesota
$41.4M
4
CG
4
Colony Group
Massachusetts
$71.3M
5
GPWA
5
Great Point Wealth Advisors
Massachusetts
$19.1M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$84.3M
2
RJA
2
Raymond James & Associates
Florida
$339K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
LFAS
4
Level Four Advisory Services
Texas
$29.7M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.18M
Name Market Value Shares Shares
Change 		Shares
Change %
VIM
26
Vista Investment Management
Pennsylvania
$3.22M 30,854 +2,643 +9%
ML
27
McAdam LLC
Pennsylvania
$3.19M 30,097 -4,448 -13%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$3.18M 30,445 -33,477 -52%
LFF
29
Level Four Financial
Texas
$3.13M 29,965 +29,965 New
FHA
30
Flagship Harbor Advisors
Massachusetts
$2.9M 27,781 -1,046 -4%
Bank of America
31
Bank of America
North Carolina
$2.87M 27,426 -11,832 -30%
CWM
32
Cornerstone Wealth Management
Missouri
$2.84M 27,176 +1,857 +7%
Morgan Stanley
33
Morgan Stanley
New York
$2.83M 27,113 -1,139 -4%
CCM
34
Covington Capital Management
California
$2.29M 21,893 +21,893 New
SSWM
35
Sheets Smith Wealth Management
North Carolina
$2.22M 21,211 -700 -3%
LA
36
LexAurum Advisors
Kansas
$2.09M 19,990 +1,855 +10%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.96M 18,752 +7,831 +72%
SWP
38
Stratos Wealth Partners
Ohio
$1.94M 18,544 -3,274 -15%
Goldman Sachs
39
Goldman Sachs
New York
$1.82M 17,404 +17,404 New
NEIRG
40
New England Investment & Retirement Group
Massachusetts
$1.71M 16,321 +176 +1%
NA
41
NewEdge Advisors
Louisiana
$1.44M 13,761 +28 +0.2%
PGAM
42
Princeton Global Asset Management
New Jersey
$1.11M 10,605 +144 +1%
HighTower Advisors
43
HighTower Advisors
Illinois
$1.08M 10,462 -25 -0.2%
EWM
44
Echo Wealth Management
Minnesota
$881K 8,432 +8,432 New
JWBC
45
John W. Brooker & Co
California
$837K 8,016 -146 -2%
CPW
46
Catalyst Private Wealth
California
$789K 7,554 -63 -0.8%
SFSIG
47
San Francisco Sentry Investment Group
California
$729K 6,977 +219 +3%
IAN
48
Integrated Advisors Network
Texas
$654K 6,260 +123 +2%
DA
49
Detalus Advisors
Missouri
$581K 5,559 – –
MA
50
Mutual Advisors
Nebraska
$545K 5,217 +1,092 +26%
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